The Microsoft Dynamics CRM Team recently published an Architecture white paper – Microsoft Dynamics CRM 2015 Outlook Synchronization in Microsoft Dynamics CRM. Within that paper there were many links to other important resources that complemented the architecture overview.
I have extracted those links and put them into the following handy reference list.
Choose the records to synchronize between CRM and Outlook or Exchange
Configure folder-level tracking
Control field synchronization between CRM and Outlook or Exchange
Install Microsoft Dynamics CRM 2015 for Outlook for desktop virtualization
Offline and Online Synchronization in Microsoft Dynamics CRM
Offline and Outlook filters and templates
OrgDBOrgSettings tool for Microsoft Dynamics CRM
Overview of tracking records in CRM for Outlook
Set address book options in CRM for Outlook
Set an option to automatically track incoming Outlook email in CRM for Outlook
Set personal options that affect tracking and synchronization between CRM and Outlook or Exchange
Set up server-side synchronization of email, appointments, contacts, and tasks
Synchronizing data with Outlook or Exchange FAQ
System Settings dialog box – Email tab
System Settings dialog box – Synchronization tab
Troubleshooting and things to know about Microsoft Dynamics CRM for Outlook
What fields can be synchronized between CRM and CRM for Outlook?
Work offline with CRM for Outlook
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